Age group

Practitioners and teams

Resources for professional use rather than for clients.

179 resources

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Active Engagement Planner

A shift-level planner for support staff mapping engagement opportunities hour by hour, the level of support for each and who will offer them, to…

Active support and engagement · Meaningful days

Plus membersPractitioner and facilitator guides

For Disability support workers

Active Support Planning Guide

A guide for support workers on active support: offering opportunities, breaking tasks into steps, giving just enough help and encouraging participation in everyday activities.

Active support and engagement · Skill building

Plus membersTemplates and planning tools

For Occupational therapists

Activity Analysis Template

An OT template for analysing an activity's steps, physical, cognitive, sensory and social demands, the environment and opportunities to grade or adapt it to…

Activity analysis · Task sequencing

Plus membersTemplates and planning tools

For Social workers

Advocacy Letter Planning Template

A planning template for social workers writing advocacy letters, covering purpose, audience, the client's consent and voice, key facts, impacts, the specific request and…

Advocacy and self-advocacy · Advocacy letters

Plus membersPractitioner and facilitator guides

For Community services and case workers

Advocating for a Client: Preparation Guide

A preparation guide for case workers advocating on a client's behalf, covering consent, the client's goals, facts and evidence, escalation pathways and follow-up.

Advocacy and self-advocacy · Referral and case planning

Plus membersPractitioner and facilitator guides

For Community services and case workers

Alcohol and Other Drug Services Navigation

A navigation guide for workers on alcohol and other drug support, from harm reduction and counselling to withdrawal and residential services, family support and…

Alcohol and drug services · Alcohol and other drugs

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Appointment Reminder Templates

Short, plain-language reminder templates for SMS, email and phone, with options for confirming, rescheduling and accessibility, designed to reduce missed appointments.

Appointment reminders · Client engagement

Plus membersTemplates and planning tools

For Occupational therapists

Assistive Technology Trial Record

A structured record for trialling assistive technology, covering the goal, item, setting, set-up, performance, the person's feedback, safety and recommendation.

Assistive technology

Plus membersTemplates and planning tools

For Social workers

Biopsychosocial Summary Template

A structured template for summarising assessment information across biological, psychological, social and cultural domains, with strengths, the person's view, a brief formulation and plan.

Assessment summaries · Formulation support

Plus membersPractitioner and facilitator guides

For NDIS providers and support coordinators

Budget Conversation Guide

A guide for support coordinators helping participants understand and use their plan budgets, covering what the plan funds, tracking spending, flexibility questions and avoiding…

Capacity building · Plan budgets

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Burnout Prevention Plan for Clinicians

A personal plan for clinicians covering warning signs, workload boundaries, recovery activities, supervision and peer support, and organisational changes to raise.

Burnout · Clinical and professional supervision

Plus membersPractitioner and facilitator guides

For NDIS providers and support coordinators

Capacity-Building Progress Conversation Guide

A participant-led conversation guide for reviewing progress in capacity-building supports: what has been learned, what is easier, what is still hard and what comes…

Capacity building · Progress review

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Case Load Review Template

A template for allied health clinicians to review their caseload with a supervisor, covering episode length, progress towards goals, discharge readiness, waitlist flow and…

Caseload management · Clinical and professional supervision

Plus membersTemplates and planning tools

For Community services and case workers

Caseload Prioritisation Tool

A tool for case workers and supervisors to review a caseload, considering risk, urgency, complexity and client goals, to plan contact frequency and identify…

Caseload management · Clinical and professional supervision

Plus membersChecklists

For NDIS providers and support coordinators

Change of Circumstances Checklist

A checklist for support coordinators when a participant's circumstances change, such as moving, health changes or carer changes, covering who to tell, plan impacts…

Changes in circumstances · Plan reviews

Plus membersChecklists

For NDIS providers and support coordinators

Changing Providers Checklist

A participant-led checklist for changing NDIS providers smoothly: reasons and goals, checking the service agreement, finding a new provider, handover and avoiding gaps in…

Choice and control · Service coordination

FreeConversation cards

For Allied health and multidisciplinary teams

Checking Understanding Prompts

A set of prompt cards for checking understanding with people who have communication or cognitive difficulties, covering question styles, signs of misunderstanding and adjustments.

Communication partner strategies · Health literacy

Plus membersChecklists

For Speech pathologists

Classroom Communication Supports Checklist

A checklist for teachers and speech pathologists to review classroom communication supports, covering teacher talk, visuals, AAC access, instructions, peer interaction and the environment.

Classroom communication · Communication partner strategies

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Client Journey Map

A template for mapping a client's journey through a service, from first contact to exit, noting experiences, pain points and improvement ideas at each…

Client journeys · Quality improvement

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Clinical Handover Template

A structured handover template using the widely used ISBAR format, with prompts for the person's goals and preferences and a check that the receiving…

Clinical handover · Team communication

Plus membersReflection activities

For Allied health and multidisciplinary teams

Clinical Reasoning Reflection

A reflection tool for clinicians and students to make clinical reasoning explicit, covering the information gathered, hypotheses, the client's priorities, options, decisions and review.

Clinical and professional supervision · Clinical reasoning

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Clinical Supervision Agreement

A template agreement between a supervisor and supervisee covering purpose, frequency, format, preparation, records, confidentiality and its limits, and review.

Clinical and professional supervision · Interdisciplinary practice

Plus membersTemplates and planning tools

For Psychologists

Collaborative Formulation Map

A clinician-facing template for building a shared formulation with a client using five areas: presenting concerns, background factors, triggers, maintaining factors and strengths.

CBT-informed tools · Formulation support

FreePractitioner and facilitator guides

For Allied health and multidisciplinary teams

Collaborative Goal-Setting Meeting Guide

A meeting guide and template for multidisciplinary teams to set shared, person-led goals, agree who does what and plan reviews.

Collaborative goal setting · Goal setting

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